The Attachments screen on a policy allows you to upload, organize, and manage documents related to that specific policy. The experience has been updated to match the Claims Attachments screen, providing a more consistent and streamlined user experience across the system.
The Attachments screen is available in both the Provider Administrator and Agent portals, with consistent functionality across all areas where attachments are used.
For a broader explanation of attachment functionality throughout the system, see the Attachments Overview.
What You Can Do on the Policy Attachments Tab
On the Attachments tab, you can:
- Select a Type from a searchable dropdown when uploading or editing a file
- Add a Description to provide additional context for the document
- View the selected type and description directly in the attachment list and within the file detail modal
Search for files by Type using the updated search functionality
Upload Files with File Details
When uploading a new file on a policy:
- A searchable Type dropdown is displayed, allowing users to select a document tag (for example, Declarations Page or Invoices)
- A Description text box is available for optional details
- After upload, the attachment row displays the selected type and description (if provided)
- This information is also available in the file’s More Info pop-up
Edit Existing Files
You can edit an uploaded file’s name, type, and description using the updated edit functionality.
Previously saved file details will persist unless they are manually updated.
Supporting Configuration
To support this functionality:
The Files table includes two optional fields:
- type
- description
File type options are maintained in the FILE_TAG lookup table, configured under Settings > Lookup Configuration
Default File Types
Default file types may include (but are not limited to):
- Declarations Page
- Invoices
- Policy Forms
- Endorsements
- Applications
- Underwriting
- Documentation
Note: Available file types depend on how the FILE_TAG lookup is configured in your environment.
Validation and Error Handling
If a user attempts to upload an attachment without selecting an actual file (even if the type and description are filled in), BriteCore will block the submission and display an error message.
Developers or administrators can confirm the correct setup by verifying:
- The FILE_TAG lookup exists and is populated
- Lookup values are returned via the api/v2/quick_code_values/list_quick_code_values API
Search Enhancements
The Attachments screen supports searching by Type, making it easier to locate specific documents associated with a policy.
This is especially useful for policies with a large number of attachments.